Enhance holdings extraction in FinancialTools: updated regex patterns to differentiate between percentage and share formats, improving accuracy in parsing investment holdings.

agents/tools.py

@@ -575,11 +575,11 @@ class FinancialTools:
 
                 total_investment = extract_investment_amount(input_str)
 
-                # Extract holdings with percentages using improved patterns
+                # Extract holdings - percentages vs shares
                 def extract_holdings(text):
                     holdings = []
                     
-                    # Pattern for "SYMBOL XX%" format
+                    # First try percentage patterns (with % symbol)
                     percentage_patterns = [
                         r"([A-Z]{2,5})\s*[:\s]*(\d+(?:\.\d+)?)%",
                         r"([A-Z]{2,5}):\s*(\d+(?:\.\d+)?)%",
@@ -594,7 +594,24 @@ class FinancialTools:
                                     "symbol": symbol.upper(),
                                     "percentage": float(percentage)
                                 })
-                            break
+                            return holdings
+                    
+                    # If no percentages found, try shares patterns (without % symbol)
+                    shares_patterns = [
+                        r"([A-Z]{2,5})\s*[:\s]*(\d+(?:\.\d+)?)\s*(?!%)",
+                        r"([A-Z]{2,5}):\s*(\d+(?:\.\d+)?)\s*(?!%)",
+                        r"([A-Z]{2,5})\s+(\d+(?:\.\d+)?)\s*(?!%)",
+                    ]
+                    
+                    for pattern in shares_patterns:
+                        matches = re.findall(pattern, text, re.IGNORECASE)
+                        if matches:
+                            for symbol, shares in matches:
+                                holdings.append({
+                                    "symbol": symbol.upper(),
+                                    "shares": float(shares)
+                                })
+                            return holdings
                     
                     # If no percentage matches, try JSON format
                     if not holdings: